Phil Fisher

Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles.

Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.

Metropolitan Life Insurance Co. engages in the provision of insurance, annuities, and employee benefits programs. It operates through the US, and MetLife Holdings segments. The company is headquartered in New York, NY.

Hartford Investment Management Co. (HIMCO) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1996 by acquiring the business, personnel and corporate name of an affiliate which had been in operation since 1981 and which performed substantially similar services They are a wholly-owned subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG). HIMCO provides investment advisory services primarily to institutional clients and registered and unregistered investment companies. The firm also serves as an investment adviser for its affiliates and provides investment advisory services for vehicles that support the product mix of its affiliates.

Bainco International Investors LLC (Bainco) is a wealth management firm headquartered in Boston, Massachusetts. It was founded by Samuel Bain in 1987. The firm was acquired by Cerity Partners LLC in 2021. Bainco provides asset management services to high-net worth individuals and families as well as their related trusts, foundations, partnerships, retirement accounts and insurance policies.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

The Children's Medical Center Corp. operates as a non-profit hospital and research center. The company was founded in 1959 and is headquartered in Boston, MA.

Stevens & Lee PC provides legal services. The firm represents clients in a variety of industries including financial services, health care, manufacturing, life sciences, technology, and retail sales. Its services include bankruptcy and financial restructuring, corporate finance and capital markets, energy, communication and public utility and employee benefit and executive compensation. The company was founded in 1928 and is headquartered in Reading, PA.

Founded in 2008, Northcoast Research Partners LLC is an independent, full-service, institutional equity research firm located in Cleveland, Ohio. The firm is a subsidiary of Northcoast Research Holdings LLC. Their research coverage include: business services, consumer, healthcare, industrial/basic materials and accounting/tax policy.

The Great Valley Regional Chamber of Commerce is a chamber of commerce based in Malvern, PA.

The Boston Foundation manages charitable funds. The foundation is made up of separate funds, which have been established by hundreds of donors either for the general benefit of the community or for special purposes. It is also a partner in philanthropy, making it easy for donors to give, and keeping donors informed about programs that are working. The Boston Foundation was founded in 1915 and is located in Boston, MA.

Northstar Travel Media LLC publishes directories, periodicals, and destination information services. The firm’s portfolio includes media brands, digital media, face-to-face events, online subscription information services, business intelligence, SaaS e-commerce software, and content marketing solutions. It offers news, information, and data for the travel, meetings, and hospitality industries. The company was founded by Elwood Ingledue in 1939 and is headquartered in Rutherford, NJ.

Founded Sorrell Mathes in 1997, Mathes & Co., Inc. is a registered investment advisor located in New York City. The firm manages discretionary portfolios for U.S. and foreign individuals and institutions, including taxable and non-taxable accounts.

The Florida Bar operates as professional organization of lawyers. The company is headquartered in Tallahassee, FL.

New Jersey State Bar Association operates as a not-for-profit organization. It educates the public to enhance awareness of the legal system. The company was founded in June 1899 and is headquartered in New Brunswick, NJ.

Stradling, Yocca Carlson & Rauth PC is a private company that has been relied upon by top companies and municipalities for over 40 years. The company is based in Newport Beach, CA. The company has the expertise and team to tackle the toughest challenges around the clock, every day of the year. The company was founded by William R. Rauth.

Deutsche Bank Alex Brown, Inc. provides wealth management services. The company was founded in 2000 and is headquartered in Baltimore, MD.